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Ananya Sharma
@ananyas · Feb 20

Johnson & Johnson $JNJ is considering the sale of its DePuy Synthes orthopedic division, which it originally planned to spin off as a standalone company. The potential value of the transaction is estimated at more than $20 billion.

The company's shares, with a market capitalization approaching $600 billion, have risen 74% since April of last year. They have gained 19.4% so far this year alone, and it looks like they have no plans to slow down.

Large funds are interested in the division the company plans to sell, and competing medical-device manufacturers may also show interest. The orthopedics division manufactures hip, knee and shoulder implants, surgical instruments and other products, and achieved revenues of $9.3 billion in 2025.

Do you hold $JNJ shares in your portfolio, or are you betting on competitors such as $NVO, whose shares have followed the exact opposite trend in recent years?

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Novakkk @novakkk Feb 20

I only have $NVO so far and I won't be adding any more stocks. $JNJ doesn't appeal to me at all.

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Ananya Sharma @ananyas Feb 20

I also own $NVO and don't plan to buy $JNJ. I'll hold Novo Nordisk for several years.

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Money Breaker @moneybreaker Feb 20

The shares didn't grow at all before, but now the situation is different and the company is doing well. Personally, I keep my distance from the shares of $JNJ and I'm more interested in $CVS or $NVO.

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Ananya Sharma @ananyas Feb 20

Yeah, I bought a lot of $CVS, but I've trimmed the position quite a bit and now I'm only holding a small remaining piece. I've bought Novo Nordisk $NVO several times and plan to keep holding.